h3Overview /h3pIn this role you help shape a differentiated investment experience for wealthy clients by partnering with CRMs to deliver and tailor investment solutions. You will communicate the platform’s strategy, identify client needs, and develop opportunities through collaboration with CRMs, guiding proposals and portfolio reviews. You’ll oversee discretionary and advisory mandates, ensure alignment with the bank’s investment policy, and support the team head with key investment tasks. You’ll work across portfolios, monitor risk controls, and expertly present the firm’s philosophy and products to clients and prospects. This is a hands‑on, client‑facing role that blends deep investment knowledge with a /ph3Responsabilità /h3ul liCommunicate the platform’s strategy and solutions to CRMs, clients and prospects /li liIdentify client needs and develop opportunities with CRMs; prepare investment/advisory proposals and portfolio reviews /li liDevelop, offer and service discretionary mandates and centralise their management /li liOversee advisory mandates to align with bank strategy and policy /li liSupport the team head on investment-related tasks /liliUnderstand Pictet’s offering,



policies and guidelines; attend investment forums and presentations /li liPresent and defend the investment philosophy and mandate/product offering /li liConduct regular portfolio reviews for risk controls, compliance and constraints /li liExecute and manage trade orders; invest cash positions and manage client transactions /li liUnderstand and attribute performance of advisory/managed portfolios /li liKnow marketing documents and Group resources /li /ulh3Requisiti fondamentali /h3ul liBachelor’s degree and a post-graduate degree such as a Master’s, MBA, CIIA or CFA would be an advantage /li liAt least seven years’ investment advisory/management experience; client-facing experience /li liCross asset class experience with bias towards equities, derivatives, structured products; knowledge in alternative investments desired /li liFluency in Italian and English; French is an asset /li liExcellent technical knowledge across asset classes and investment vehicles /li liStrong portfolio construction, investment processes and risk management understanding /li liIT proficiency with relevant software packages and on-line information systems (Excel, Word, PowerPoint, Adobe, Bloomberg, Avaloq, Profolio) /li liStrong client-focused attitude and ability to work under pressure /li liExcellent presentation skills /li liProven team player but capable of solo work /li /ul #J-18808-Ljbffr

📌 Investment Specialist - Milan (Pavia)
🏢 PICTET
📍 Pavia